How to reliably fund a pension’s long-term obligations
Slowing economic growth & heightened volatility in developed markets compel pensions to search for better diversification & inflation sensitivity, lower portfolio volatility, higher income, and global exposure.
As a result, a strictly traditional equity + fixed income approach is no longer a viable long-term strategy.
Diversifying into real assets is a compelling option, but there is a need for a broad education on the asset class and available options
Implementing Omni Diversified Income real assets solution
Establish an initial 10% allocation to an “Omni Diversified Income” solution; one which provides diversification, stability, & income.
Anchor the portfolio with U.S. Core Real Estate.
Add diversification with U.S. Value-added Real Estate (to enhance returns) & Global Core/Core-plus Infrastructure (for downside resilience and heightened inflation sensitivity).
Provide consolidated on-boarding, client service, & reporting through the J.P. Morgan Global Real Assets Omni Program.
